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Clio Manage

  • Clio Manage NA Manage AI Prospect Turn court documents into deadlines automatically

    Turn court documents into deadlines automatically

    Manage AI extracts dates directly from court documents like scheduling orders and creates calendar events instantly.
    Each deadline is displayed side-by-side with the original source in the document, so you can quickly verify accuracy and build trust in the result.
  • All Regions Manage Dashboard Manage AI AI Actions

    Stay ahead with AI-powered recommendations

    Manage AI highlights the matters and tasks that need your attention most, helping you prioritize the work that truly matters.
    Recommendations surface directly within your matter, allowing you to click and take action right away without extra steps.
    Risks and delays are flagged in context, so you can address issues early and keep cases moving forward.
  • All Regions Manage AI Communicate Client Update

    Keep clients informed at the right moment

    Manage AI recommends when to send a client update based on recent matter activity like calendar events, tasks, or uploaded documents.
    Draft communications are prepared instantly for you to review and send with a single click.
    Priority messages are surfaced so important updates reach clients without delay.
  • Manage AI Automated Billing Medium

    Automate your billing process with AI

    Manage AI generates draft invoices automatically based on parameters you set, such as end-of-month billing or specific approval rules.
    Duplicate or unusual entries are flagged before bills reach approval, reducing errors and rework.
    Drafts are routed to the right approvers automatically, and reminders are sent within the firm until approvals are complete.

Operate securely with Manage AI

  • Privacy at the forefront

    Manage AI runs on Microsoft Azure OpenAI (GPT-4 class) within Clio’s secure environment, so you can rely on industry-leading protection.

  • Your data is your own

    Your firm’s data is never used to train outside models. Manage AI only works with the information you choose to provide.

  • Permission-aware

    AI-powered actions respect Clio Manage’s built-in permissions, surfacing only what each user is authorized to see—backed by a transparent activity log.

Manage AI Resources

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